How consultations work at forenquix
Each session is designed around your unique needs, focusing on open communication, practical analysis, and actionable insights. Our goal is to offer transparency and confidence throughout your experience.
Meet the advisors
Experienced, reliable, and client-focused
Jessica Tan
Senior Advisor
Master of Applied Finance University of Sydney
Risk assessment
Qantas Super Fund
Jessica has over twelve years’ experience in Australia’s finance sector. She believes in clear guidance, ensuring every client feels heard and understood throughout their journey.
Richard Evans
Lead Analyst
Bachelor of Commerce Monash University
Market analysis
NAB Wealth
Richard offers a strong analytical background, having led independent reviews for mid-sized institutions. He is passionate about balancing data-driven insights and client needs.
Li Wei
Client Relations Consultant
Diploma of Financial Services TAFE NSW
Client engagement
AMP Group
Li provides direct support to clients, helping them formulate questions and track progress. She ensures that clients always have access to clear and timely feedback.
Michael Taylor
Compliance Advisor
Graduate Diploma Regulation UNSW Sydney
Regulatory compliance
ASIC
Michael’s expertise is in regulatory practice and transparency. He ensures that every process is aligned with Australian financial law and ethical standards for clients.
Our step-by-step approach
We guide each client through a structured process that emphasises open discussion, independent analysis, and practical reporting. Here’s how it works from start to finish.
Initial conversation
We start with a confidential discussion about your financial objectives and concerns. This step is dedicated to understanding your priorities and background so that advice is completely tailored to you.
No two discussions are ever the same—your questions set the agenda.
Personalised analysis
Next, we examine your circumstances, weighing different options and reviewing market developments. Our focus here is on providing impartial perspective and clear choices based on your needs.
Everything is documented so you can review recommendations at your own pace.
Session summary
After your consultation, we send a written report outlining the conversation, our observations, and actionable next steps. You’ll have a clear record to refer to as you move forward.
The summary is concise, practical, and avoids unnecessary jargon.
Why choose our approach?
forenquix is dedicated to transparency and tailored recommendations.
Explore how our personal consultation model compares to the experience offered by larger advisory networks. We believe you deserve guidance designed for your interests, not just a one-size-fits-all solution.
forenquix consultation
Advice focused on your needs
One-on-one sessions
Conversational and based on your situation
Independent recommendations
No external commissions or sales pressure
Detailed written report
Summary delivered for your review
Market analysis included
Analytical review in every session
Client agenda sets focus
Your concerns determine discussion
Large advisory firm
Standardised advice process
One-on-one sessions
Conversational and based on your situation
Independent recommendations
No external commissions or sales pressure
Detailed written report
Summary delivered for your review
Market analysis included
Analytical review in every session
Client agenda sets focus
Your concerns determine discussion